PepsiCo Earnings Preview: What We Are Watching
February 3rd, 2012 by Trefis Team
PepsiCo (NYSE:PEP) is scheduled to announce its earnings on 9th February, 2012. Once again, the snack segment, and not the its core soft drink business, will lead the growth. Recent acquisitions in Latin America will help the company delve deeper...
Ann’s Shares Sink After Weak Q4 Outlook
February 3rd, 2012 by Trefis Team
Women’s apparel retailer Ann’s (NYSE:ANN) stock crashed by 7% Thursday, after the company provided a weaker-than-anticipated fourth quarter performance update. The primary reason behind weak Q4 sales was disappointing performance in ...
Social and Mobile Marketing to Drive Constant Contact Earnings
February 3rd, 2012 by Trefis Team
Constant Contact (NASDAQ:CTCT) reported its earnings for Q4 and FY2011, recording a healthy 23% growth in yearly revenue, which was up to $214 million. It also managed to improve its gross profit margin marginally to 71.3%. Constant Contact’...
Qualcomm Revised to $67.50 on Solid Outlook with Better Pricing
February 3rd, 2012 by Trefis Team
Following up on a strong September quarter, Qualcomm (NASDAQ:QCOM) reported blowout Q1 FY 2012 results yesterday, capping off what has been an excellent year for the company. Qualcomm’s revenue for the last quarter came in on the higher end...
Amazon’s Margins: When Will They Improve?
February 3rd, 2012 by Trefis Team
Amazon (NASDAQ:AMZN) has a history of treading on wafer-thin margins, but it seems that in 2011, investor patience was tested to the limit. Adjusted EBITDA margins fell from around 7% in 2010 to around 5.2% in 2011. While the stock suffered quite...
United Navigates Tough Year With Synergies and Capacity Improvements
February 3rd, 2012 by Trefis Team
In the recently released FY 2011 annual financial results, most U.S. airlines revealed that they are seeing the stable leisure and corporate travel demand trends. Major U.S. legacy carriers including United Continental (NYSE:UAL) and Delta Airl...
Enterprise Security Software Carries Symantec to $21.60
February 3rd, 2012 by Trefis Team
Symantec (NASDAQ:SYMC) announced its Q3 FY12 earnings last week with revenues of $1.725 billion last quarter, up 7% year-over-year. Its revenue growth was driven primarily by revenue from security software for businesses increased 17% year-over-y...
Victoria’s Secret Gives Limited’s Sales a Lift in January
February 3rd, 2012 by Trefis Team
Intimate apparel retailer Limited Brands (NYSE:LTD) reported comparable store sales increase of 9% for the four weeks ended January 28, 2012, compared to the same period last year. Victoria’s Secret was yet again the major growth driver f...
Zipcar Headed to $25 With Spanish Car Sharing Acquisition
February 3rd, 2012 by Trefis Team
Zipcar (NYSE:ZIP), the world’s leading car sharing network, has completed the purchase of a majority ownership interest in Barcelona-based car sharing company, Avancar, after integrating Streetcar car club in London last year. Having appoi...
Gap’s Shares Fly on Raised Guidance for Q4, Fully Valued at $25
February 3rd, 2012 by Trefis Team
Specialty retailer Gap Inc.’s (NYSE:GPS) stock gained roughly 11% Thursday after the disclosure of January sales results.) Though Gap reported a January sales decline of 1% and a comp sales decline of 4% compared to previous year, the appar...
Delta Cuts and Shifts Capacity to Higher Potential Markets
February 3rd, 2012 by Trefis Team
Riding on favorable corporate and leisure demand trends, Delta Air Lines (NYSE:DAL) witnessed a healthy y-o-y growth of 10% in its passenger unit revenues in FY 2011. We expect Delta to continue the momentum in 2012 through sustained capacity cau...
BlackRock Focuses on ETFs as Active Strategy Inflows Decline
February 3rd, 2012 by Trefis Team
After the lackluster performance of its actively managed funds in the fourth quarter of 2011, BlackRock (NYSE:BLK) is increasing its focus on exchange traded products. In the new year, the company has launched new products and announced plans to ...
Esio Beverage Poses Competition to Green Mountain
February 3rd, 2012 by Trefis Team
Green Mountain Coffee Roasters (NASDAQ:GMCR) sells more than 200 varieties of K-Cup portion packs including brands of coffee, tea, hot apple cider, iced teas, hot cocoa and other dairy-based beverages. Recently, Esio Beverage, a new single-serve ...
Best Buy Highlights: Geared Up to Drive Online Sales
February 3rd, 2012 by Trefis Team
The year 2011 was eventful for Best Buy (NYSE:BBY), the world’s largest consumer electronics retailer, which made significant efforts to rebuild its internal IT team to grow online sales. It also announced plans to hire 200 professionals t...
Deutsche Bank Worth $49 Despite Weak Q4 Earnings
February 3rd, 2012 by Trefis Team
Deutsche Bank (NYSE:DB) ended up with a pre-tax loss of €351 million ($460 million) for the fourth quarter of 2011, bringing to an end a difficult year for the German bank. Interestingly, the company managed to avoid reporting a net loss for the ...